IFWM
EQWL icon

Institute for Wealth Management’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History

Institute for Wealth Management’s Portfolio EQWL Stock Details EQWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.6K Buy
+400
New +$49.7K ﹤0.01% 867
2020
Q1 		– Sell
-600
Closed -$37K – 455
2019
Q4 		$37K Buy
+600
New +$35.6K 0.01% 527

Other funds holding EQWL

RWA
Reicon Wealth Advisors Atlanta, Georgia $162M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $260M AUM 21.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Institute for Wealth Management's EQWL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P 100 Equal Weight ETF (EQWL) in Q2 2026: 400 shares worth $51.6K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EQWL as recently as Q4 2019.

Institute for Wealth Management first reported a position in EQWL in Q4 2019 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold EQWL as of Q2 2026.

  • Institute for Wealth Management held 400 shares of Invesco S&P 100 Equal Weight ETF worth $51.6K as of Q2 2026.
  • Invesco S&P 100 Equal Weight ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco S&P 100 Equal Weight ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #867 holding.
  • Institute for Wealth Management first reported a position in Invesco S&P 100 Equal Weight ETF in Q4 2019 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco S&P 100 Equal Weight ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.